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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,928 | $168,635-59.7% | $147,617-54.0% | $125,389-45.8% |
| Participation rate | 30.0% | 88.8%-58.8pp | 84.6%-54.6pp | 83.2%-53.2pp |
| Annual return | -1.80% | 77.65%-79.4pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $662 | $6,252-89.4% | $5,564-88.1% | $4,866-86.4% |
| Participant deferral / active EE | $3,560 | $5,507-35.4% | $4,895-27.3% | $5,352-33.5% |
| Admin fee / account holder | $112 | $13,580-99.2% | $11,612-99.0% | $9,541-98.8% |